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One day you may find yourself looking to donate a gift voucher or credit. It is important to record these correctly, so you do not find mistakes in your reporting later. In this guide, you will learn how to donate gift vouchers and credits
Step-by-step instructions
1
Create a customer payment type and name it something like: donations. For more information, see our help guide How to create a custom payment type.
2
Once you have created your custom payment type, it is important to create your business name as a customer. This way you can allocate the sale to your business; and will have a singular place where your gift vouchers and payments are stored.
Timely note: if you are donating a gift voucher, make sure your business name is in the from field and the receiver who you’re donating to, is in the to field.
3
Now you are ready to checkout! When selecting payment type you will use the custom payment type you have created to complete the transaction. Then when you run your end of day reporting or your cash-up in Timely, you can simply deduct any donations from the total amounts for the day.